YMutual & Membership BenefitEIN: 346751847· Ruling Year: 2007

Sheet Metal Workers Local No 33 Health & Welfare Fund

Canfield, Ohio

B+Health Score
66B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org4.66×
Peer Median29.60×
💰
$4.5M
Total Revenue
📊
$2.8M
Total Expenses
🏦
$13.0M
Net Assets
📋
$439K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+4.9%
Year-over-year change (2022 → 2023)
Net Margin
+37.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
4.66
Net assets divided by total expenses
Liabilities-to-Assets
3.3%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$4,480,4795%$2,783,45324%$13,402,46417%
2022$4,270,6025%$3,664,67016%$11,493,4807%
2021$4,512,54827%$3,150,08921%$12,311,04117%
2020$3,540,6668%$2,611,04727%$10,509,70217%
2019$3,850,3667%$3,598,61613%$9,014,05810%
2018$3,594,4321%$4,125,63817%$8,180,4559%
2017$3,627,22915%$3,524,25215%$9,027,7695%
2016$3,156,9336%$3,062,1959%$8,586,7441%
2015$2,985,42915%$2,799,05412%$8,513,2522%
2014$3,527,3923%$3,190,52512%$8,688,2051%
2013$3,436,39415%$2,846,46220%$8,614,69614%
2012$2,982,107$2,379,34112%$7,564,01214%
2011$2,979,932$2,693,721$6,651,610

Frequently Asked Questions

What does Sheet Metal Workers Local No 33 Health & Welfare Fund do?

Sheet Metal Workers Local No 33 Health & Welfare Fund is a mutual & membership benefit nonprofit organization based in Ohio. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Sheet Metal Workers Local No 33 Health & Welfare Fund financially healthy?

Based on our 9-metric Financial Health Score model, Sheet Metal Workers Local No 33 Health & Welfare Fund has a score of 66/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Sheet Metal Workers Local No 33 Health & Welfare Fund generate?

Sheet Metal Workers Local No 33 Health & Welfare Fund reports $4.7M in annual revenue and holds $14.2M in total assets, based on IRS filings.

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